Thought Leadership

Core Partners Using the Model to Accelerate Growth Through Fully Integrated Tuck-Ins

At BroadStreet℠, we work alongside our Core partners as they execute their tuck-in acquisition strategies by providing them with financial, sourcing and legal support. The reason that we label them “tuck-in” investments is because our partners fully integrate, and quite…

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11 Investments in the Fourth Quarter of 2018; 34 Investments for the Year

During the fourth quarter of 2018 BroadStreet℠ and its core partners completed 11 additional investments and added $65.1 million in annualized revenue.  These investments build on our presence in multiple geographies across the United States. For the full year 2018…
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Nine Additional Investments in the Third Quarter 2018

During the third quarter of 2018 BroadStreet℠ and its core partners completed 9 additional investments and added $13.2 million in annualized revenue.  These investments build on our presence in multiple geographies across the United States. Through September 2018, BroadStreet℠ and…
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Seven Additional Investments in Q2 2018

During the second quarter of 2018 BroadStreet℠ and its core partners completed 7 additional investments and added $6.3 million in annualized revenue.  These investments build on our presence in the Midwest and New England. For the first half of 2018,…
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Seven New Investments in the First Quarter 2018

During the first quarter of 2018 BroadStreet℠ and its core partners completed 7 new investments.  Through these investments, we added to our footprint in multiple geographic areas from the Mid-Atlantic to the Western States. With our first quarter activity, we’ve…
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Seven New Investments in the Fourth Quarter of 2017; 32 Investments for the Year

During the fourth quarter of 2017 BroadStreet℠ and its core partners completed 7 additional investments and added $7.5 million in annualized revenue.  These investments build on our presence in the Midwest, Southeast and Western states. In 2017 BroadStreet℠ and its…
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Seven New Investments in the Third Quarter of 2017

During the third quarter of 2017 BroadStreet℠ and its core partners completed 7 additional investments and added $12.0 million in annualized revenue.  These investments build on our presence in the Midwest, Southeast and New England.  Additionally, with these investments, we…
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Eight New Investments in the Second Quarter of 2017

During the second quarter of 2017 BroadStreet℠ and its core partners completed 8 additional investments and added $16.7 million in annualized revenue.  These investments build on our presence in the Midwest, Southeast and New England.  Additionally, with these investments, we…
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10 New Investments in the First Quarter 2017

The BroadStreet℠ model continues to attract agencies with a need to perpetuate and create succession for their businesses. During the first quarter of 2017 BroadStreet℠ and its core partners completed 10 investments, which improved our presence in the Midwest and…
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Protect and Strengthen Client Relationships—Don’t Disrupt Them

At a recent insurance industry event, the Insurance Executive Forum (which was sponsored by Illinois State University’s Katie School of Insurance and Financial Services) the panelists discussed the rapid pace of merger and acquisition activity in the insurance industry. I…
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